Financial Planning Transition Specialist

18 hours ago


Stevenage, Hertfordshire, United Kingdom Exchange Street Claims ltd Full time

**Job Overview:**

At Exchange Street Claims ltd, we are seeking a skilled Financial Planning Transition Specialist to lead our client portfolio migration process. This is an exciting opportunity for a Level 4 qualified financial planner with current Competent Adviser Status to join our team and drive the transition of clients from our existing platform to a new one.



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